Visa shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of Visa (V) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in Visa
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All positions including Visa held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 1.6k | 341.38 |
| 2025-06-30 | $522k | 1.6k | 336.77 |
| 2025-03-31 | $537k | 1.6k | 335.84 |
| 2024-12-31 | $496k | 1.6k | 316.04 |
| 2024-09-30 | $398k | 1.4k | 274.95 |
| 2024-06-30 | $399k | 1.5k | 262.47 |
| 2024-03-31 | $383k | 1.4k | 279.08 |
| 2023-12-31 | $349k | 1.3k | 260.35 |
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